Project tracking data processing method and system

By providing the data processing system for project tracking in the clinical research industry, configure the early communication templates, generate reports, and share real -time sharing, solve the problems of project management progress and reporting process inefficient and cumbersome data management, realize automation and template customization And data leave marks improve work efficiency and project management simplification.

CN119379208APending Publication Date: 2025-01-28SHANGHAI MUDI BIOTECH CO LTD
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Patent Information

Application Number
CN202411486090.X
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2024-10-23
Publication Date
2025-01-28

AI Technical Summary

Technical Problem

In the existing clinical research industry, project management progress tracking and reporting processes are inefficient, data management is cumbersome, and there is a lack of online and customized templates.

Method used

Provide a data processing system for project tracking, including the PM, CRC end, and external end. By configured early communication templates, generate reports, and share real -time sharing to achieve automation, template customization and data retention marks.

Benefits of technology

Improve work efficiency, simplify project management, and realize the automation, template customization, data retention and real -time sharing of reporting work.

✦ Generated by Eureka AI based on patent content.

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Abstract

The invention relates to a project tracking data processing method and system. The system comprises a PM end used for receiving a template updating demand and configuring an early-stage communication template according to the template updating demand; sending the early-stage communication template to the CRC end through the first link; the CRC end is respectively connected with the PM end and the external end, and is used for acquiring an early-stage communication template according to the first link, filling data in or updating data in the early-stage communication template, generating a report form, and sending the report form to the external end through a second link; and the external end is connected with the CRC end and is used for acquiring the report form through the second link. The method has the advantages that the automation of reporting work, template customization, data trace reserving and real-time sharing are realized, so that the working efficiency is improved, and the project management is simplified.
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Description

Technical Field

[0001] The present invention relates to the field of computer technology application, and in particular to a data processing method and system for project tracking. Background Art

[0002] In certain industries, such as clinical research or other negotiation environments, Clinical Research Coordinators (CRC) and Project Managers (PM) mostly handle work content and grasp project status through offline or online Excel reporting. However, the traditional method is time-consuming in information flow, not energy-efficient, and slow in data collection, which cannot meet the in-depth industry scenarios.

[0003] The traditional communication methods between CRC and PM include the following:

[0004] 1. Oral communication, CRC and PM report by phone or offline;

[0005] 2. Regular meetings, where multiple people report in turn;

[0006] 3. The records in Excel are formatted by the PM and distributed to the CRC of each center. The CRC is filled in and sent to the PM, who integrates and packages the data and saves it to a local document.

[0007] 4. Report within the office software group such as DingTalk and Enterprise WeChat.

[0008] Based on the above traditional communication methods, there are the following defects:

[0009] 1. It is easy to forget the submission time when filling out CRC in Excel, and changing the reporting format is inefficient;

[0010] 2. PM cannot leave traces (read or unread), document management in multiple cycles is cumbersome, and it is troublesome to issue after changing the format;

[0011] 3. External users cannot quickly and conveniently view the status of a certain center in a certain period, which is not a user-friendly experience;

[0012] 4. Data traces are basically stored locally, and comparison information is easily lost;

[0013] 5. Ordinary Excel documents cannot flexibly customize the content format of clinical research industry reports.

[0014] Currently, there is no effective solution to the problems of inefficiency in project management progress tracking and reporting processes, cumbersome data management, and lack of online and customized templates in the existing clinical research industry. Summary of the invention

[0015] The purpose of the present invention is to provide a data processing method and system for project tracking in view of the deficiencies in the prior art, so as to solve the technical problems of low efficiency of project management progress tracking and reporting process, cumbersome data management, and lack of online and customized templates in the existing clinical research industry.

[0016] To achieve the above object, the technical solution adopted by the present invention is:

[0017] The present invention provides a data processing system for project tracking, comprising: a PM end, a CRC end and an external end, wherein the PM end is used to receive a template update requirement, configure a preliminary communication template according to the template update requirement; send the preliminary communication template to the CRC end through a first link; the CRC end is respectively connected to the PM end and the external end, and is used to obtain the preliminary communication template according to the first link, fill in data or update data for the preliminary communication template, generate a report, and send the report to the external end through a second link; the external end is connected to the CRC end, and is used to obtain the report through the second link.

[0018] Optionally, the PM end is also used to receive template update requests sent by the CRC end and / or the external end.

[0019] Optionally, the PM side is also used to configure the permissions and the first link of the preliminary communication template according to the template update requirements, wherein the preliminary communication template is configured by adding sheet pages, adding various table headers corresponding to the sheet pages, and distributing and collecting cycles.

[0020] Further, optionally, the PM end is also used to configure the functions of the preliminary communication template, including: collecting frequently used fields into the field library, so that the corresponding fields can be found and / or filled according to the input content; setting editing tool prompts and introductions; setting date, date calculation and data operation functions; setting the review mode, so that the modified location can be marked when the data is modified; configuring various field combinations for the sheet page, and configuring the preview function; setting the first link, wherein the first link is used to instruct the CRC end to obtain the preliminary communication template and fill in or update the data in the preliminary communication template; setting the function of editing the preliminary communication template, the function of editing data, and configuring the read function and the export function.

[0021] Optionally, the PM end is also used to trigger a third-party communication tool through a preset communication function to send the preliminary communication template or the first link to an external end; wherein, when the project is completed, a report is generated by collating and sorting the reports, and the report is sent to an external end.

[0022] Optionally, the CRC end is also used to fill in corresponding data or update corresponding data for the preliminary communication template based on at least one center level; wherein, a report is generated through the preliminary communication template based on the data at at least one center level according to a preset period.

[0023] Furthermore, optionally, the CRC end is also used to switch to the corresponding center level through a preset switching function when there are multiple center levels, fill in the corresponding data according to the previous communication template, and generate a report; and send the report to the external end by generating a second link; wherein, the CRC end is also used to set the export and data sorting functions.

[0024] Optionally, the external end is also used to obtain the report according to the second link, and obtain the data in the report through the preset viewing and / or exporting function; wherein, the report of each period is viewed through the preset switching function.

[0025] The present invention provides a data processing method for project tracking, which is applied to a data processing system for project tracking, including: receiving template update requirements sent by a CRC end and / or an external end; configuring a preliminary communication template according to the template update requirements; and sending the preliminary communication template to the CRC end via a first link.

[0026] The present invention provides a data processing method for project tracking, which is applied to a data processing system for project tracking, including: receiving a first link; obtaining a preliminary communication template according to the first link; filling in data or updating data for the preliminary communication template to generate a report; and sending the report to an external end via a second link.

[0027] The present invention adopts the above technical scheme, through the PM end, for receiving the template update demand, and configuring the preliminary communication template according to the template update demand; sending the preliminary communication template to the CRC end through the first link; the CRC end is respectively connected to the PM end and the external end, for obtaining the preliminary communication template according to the first link, filling in data or updating data for the preliminary communication template, generating a report, and sending the report to the external end through the second link; the external end is connected to the CRC end, for obtaining the report through the second link. Compared with the prior art, it has the following technical effects: realizing the automation of reporting work, template customization, data traceability and real-time sharing, thereby improving work efficiency and simplifying project management. BRIEF DESCRIPTION OF THE DRAWINGS

[0028] Figure 1 is a schematic diagram of a data processing system for project tracking according to an embodiment of the present invention;

[0029] Figure 2 is an interactive schematic diagram of another project tracking data processing system according to an embodiment of the present invention;

[0030] Figure 3It is a schematic diagram of the relationship between a PM terminal, a CRC terminal, an external terminal and a system in a data processing system for project tracking according to an embodiment of the present invention;

[0031] Figure 4 is a schematic diagram of a PM end in a data processing system for project tracking according to an embodiment of the present invention;

[0032] Figure 5 is a schematic diagram of a PM end in another data processing system for project tracking according to an embodiment of the present invention;

[0033] Figure 6 is a schematic diagram of a PM terminal homepage in a project tracking data processing system according to an embodiment of the present invention;

[0034] Figure 7 is a schematic diagram of a PM-side read function in a project tracking data processing system according to an embodiment of the present invention;

[0035] Figure 8 is a schematic diagram of a PM-side sharing function in a project tracking data processing system according to an embodiment of the present invention;

[0036] Fig. 9 is a schematic diagram of a CRC terminal in a data processing system for project tracking according to an embodiment of the present invention;

[0037] Fig.10 is a schematic diagram of a CRC terminal in another data processing system for project tracking according to an embodiment of the present invention;

[0038] Fig.11 is a schematic diagram of an external end of a data processing system for project tracking according to an embodiment of the present invention;

[0039] Fig.12 is a schematic diagram of an external end in another data processing system for project tracking according to an embodiment of the present invention;

[0040] Fig.13 is a schematic diagram of an external end of another project tracking data processing system according to an embodiment of the present invention;

[0041] Fig.14 is a flowchart of a data processing method for project tracking according to an embodiment of the present invention;

[0042] Fig.15 It is a flowchart of another data processing method for project tracking according to an embodiment of the present invention. DETAILED DESCRIPTION

[0043] In order to make the purpose, technical solutions and advantages of the present application clearer, the present application is described and illustrated below in conjunction with the accompanying drawings and embodiments. It should be understood that the specific embodiments described herein are only used to explain the present application and are not intended to limit the present application. Based on the embodiments provided in the present application, all other embodiments obtained by ordinary technicians in the field without making creative work are within the scope of protection of the present application.

[0044] Obviously, the drawings described below are only some examples or embodiments of the present application. For ordinary technicians in this field, the present application can also be applied to other similar scenarios based on these drawings without creative work. In addition, it can also be understood that although the efforts made in this development process may be complicated and lengthy, for ordinary technicians in this field related to the content disclosed in this application, some changes in design, manufacturing or production based on the technical content disclosed in this application are just conventional technical means, and should not be understood as insufficient content disclosed in this application.

[0045] Reference to "embodiments" in this application means that a particular feature, structure, or characteristic described in conjunction with the embodiments may be included in at least one embodiment of the present application. The appearance of the phrase in various locations in the specification does not necessarily refer to the same embodiment, nor is it an independent or alternative embodiment that is mutually exclusive with other embodiments. It is explicitly and implicitly understood by those of ordinary skill in the art that the embodiments described in this application may be combined with other embodiments without conflict.

[0046] Unless otherwise defined, the technical terms or scientific terms involved in this application should be understood by people with ordinary skills in the technical field to which this application belongs. The words "one", "a", "a", "the" and the like involved in this application do not indicate a quantitative limitation, and may represent the singular or plural. The terms "include", "comprise", "have" and any of their variations involved in this application are intended to cover non-exclusive inclusions; for example, a process, method, system, product or device that includes a series of steps or units (units) is not limited to the listed steps or units, but may also include steps or units that are not listed, or may also include other steps or units inherent to these processes, methods, products or devices. The words "connect", "connected", "coupled" and the like involved in this application are not limited to physical or mechanical connections, but may include electrical connections, whether direct or indirect. The "multiple" / "several" involved in this application refers to two or more. "And / or" describes the association relationship of associated objects, indicating that there can be three relationships, for example, "A and / or B" can mean: A exists alone, A and B exist at the same time, and B exists alone. The character " / " generally indicates that the objects before and after are in an "or" relationship. The terms "first", "second", "third", etc. involved in this application are only used to distinguish similar objects and do not represent a specific ordering of the objects.

[0047] Technical terms involved in this application:

[0048] CRC: Clinical Research Coordinator, clinical coordinator;

[0049] PM:Project Manager;

[0050] CRO: Contract Research Organization, contract research organization;

[0051] CRA: Clinical Research Associate;

[0052] PI: Principal Investigator, principal investigator or lead researcher.

[0053] Example 1

[0054] An exemplary embodiment of the present invention is as follows Figure 1 As shown, Figure 1 is a schematic diagram of a data processing system for project tracking according to an embodiment of the present invention. A data processing system for project tracking provided by an embodiment of the present application includes:

[0055] PM terminal 12, CRC terminal 14 and external terminal 16, wherein PM terminal 12 is used to receive template update requirements, configure the preliminary communication template according to the template update requirements; send the preliminary communication template to CRC terminal 14 through a first link; CRC terminal 14 is respectively connected to PM terminal 12 and external terminal 16, and is used to obtain the preliminary communication template according to the first link, fill in data or update data for the preliminary communication template, generate a report, and send the report to external terminal 16 through a second link; external terminal 16 is connected to CRC terminal 14, and is used to obtain the report through the second link.

[0056] Optionally, the PM terminal 12 is also used to receive a template update request sent by the CRC terminal 14 and / or the external terminal 16.

[0057] Optionally, the PM terminal 12 is also used to configure the permissions and the first link of the preliminary communication template according to the template update requirements, wherein the preliminary communication template is configured by adding sheet pages, adding various table headers corresponding to the sheet pages, and distributing and collecting cycles.

[0058] Further, optionally, the PM end 12 is also used to configure the functions of the preliminary communication template, including: collecting frequently used fields into a field library, so that the corresponding fields can be found and / or filled according to the input content; setting editing tool prompts and introductions; setting date, date calculation and data operation functions; setting a review mode, so that the modified location can be marked when the data is modified; configuring various field combinations for the sheet page, and configuring a preview function; setting a first link, wherein the first link is used to instruct the CRC end 14 to obtain the preliminary communication template and fill in or update the data in the preliminary communication template; setting the function of editing the preliminary communication template, the function of editing data, and configuring the read function and the export function.

[0059] Optionally, the PM terminal 12 is also used to trigger a third-party communication tool through a preset communication function to send a preliminary communication template or a first link to the external terminal 16; wherein, when the project is completed, a report is generated by collating and sorting the reports, and the report is sent to the external terminal 16.

[0060] Optionally, the CRC terminal 14 is also used to fill in corresponding data or update corresponding data for the preliminary communication template according to at least one center level; wherein, a report is generated through the preliminary communication template according to the data of at least one center level according to a preset period.

[0061] Furthermore, optionally, the CRC terminal 14 is also used to switch to the corresponding center level through a preset switching function when there are multiple center levels, fill in the corresponding data according to the previous communication template, and generate a report; and send the report to the external terminal 16 by generating a second link; wherein, the CRC terminal 14 is also used to set the export and data sorting functions.

[0062] Optionally, the external terminal 16 is further used to obtain the report according to the second link, and obtain the data in the report through a preset viewing and / or exporting function; wherein, the report of each period is viewed through a preset switching function.

[0063] Specifically, Figure 2 As shown, Figure 2 1 is an interactive schematic diagram of another project tracking data processing system according to an embodiment of the present invention. The project tracking data processing system provided by the embodiment of the present application is specifically implemented as follows:

[0064] The data processing system for project tracking provided in the embodiment of the present application flexibly configures the template submission format, and the system structure is layered from the perspective of the project manager (PM), the perspective of the CRC (clinical research coordinator), and the perspective of the external user.

[0065] PM: configure report forms, view exported report forms and share links, and create report templates by configuring the addition of sheet pages and different headers under the corresponding sheets (dynamic headers, combined headers and professional header fields, etc. (i.e., various headers corresponding to sheet pages in the embodiments of the present application)) and distribution and collection cycles. At the same time, commonly used fields can be collected into the commonly used field library for quick search and filling, and support editing of tooltips (i.e., tooltips in the embodiments of the present application) and introductions. The supported field formats are (text, radio, checkbox, date, custom combinations, custom follow-up formulas, etc.). At the same time, in order to adapt to the particularity of the clinical research industry, the current date can be calculated based on the dependent date (such as the informed date, the planned date, the benchmark date, etc.) (i.e., the date calculation in the embodiments of the present application); support operations such as summing, rounding, and questioning (i.e., data calculation in the embodiments of the present application), and support red marking of questionable parts (i.e., the review mode in the embodiments of the present application). Different sheet pages support the configuration of different field combinations and support preview. When the configuration is completed, pm enters the main page, which supports sharing the filled-in link (i.e., the first link in the embodiment of the present application) to CRC, sharing the current report to external users (i.e., the external end in the embodiment of the present application), editing the template again, reading operations, editing data and exporting.

[0066] In a preferred example, the dependent date includes: the base value calculated based on the date involved in the clinical research follow-up process. For example, the actual visit date of V1 is October 1, the window period is -1 to +2, and the calculation formula for the planned date of V2 is 7 days after V1, then V1 is the dependent date, and the planned date of V2 can be calculated from it.

[0067] CRC: Fill in the tracking report at the center level, view and export the tracking report and sharing link at the center level, open the link shared by the PM (i.e., the first link in the embodiment of the present application) (send via email or social channel (i.e., the third-party communication tool in the embodiment of the present application)), you can fill in the report for the current period (i.e., the preset period in the embodiment of the present application), if the current CRC has multiple center levels, you can switch on the left (i.e., the preset switching function in the embodiment of the present application) to fill in and submit different center levels in turn, click the sharing link (i.e., the second link in the embodiment of the present application) to share it with external users, click to export data to download it, and it also supports switching between different periods to fill in, share and export, and dragging data to sort.

[0068] External end: Access and export through the shared link (enter the password). You can switch to different periods to view different report contents, and export is supported.

[0069] Among them, Figure 2 As shown, after the PM determines the report template (i.e., the preliminary communication template in the embodiment of the present application), the configuration begins. After the configuration is completed, the permission link (i.e., the first link in the embodiment of the present application) is set to the external user or the applicant (i.e., the external end in the embodiment of the present application), or the report link is sent to the external user or the applicant via email, and the filling link is copied to the CRC. When the CRC gets the filling link, it starts to fill in or update the data. The current center-level data can also be configured with a link for external viewing. External users or applicants can view and export online data. When the content of this report is completed, it will be sorted by the PM. At this point, this reporting cycle is completed. Among them, if Figure 3 As shown, Figure 3 It is a schematic diagram of the relationship between a PM end, a CRC end, an external end and a system in a data processing system for project tracking according to an embodiment of the present invention.

[0070] like Figure 4 and Figure 5 As shown, Figure 4 is a schematic diagram of a PM end in a data processing system for project tracking according to an embodiment of the present invention, Figure 5 This is a schematic diagram of another PM end of a project tracking data processing system according to an embodiment of the present invention. The PM can enter the configuration page to configure the template. It supports automatic import and assignment of combined headers and clinical research special fields.

[0071] like Figure 6 As shown, Figure 6 This is a schematic diagram of a PM homepage in a project tracking data processing system according to an embodiment of the present invention. After the configuration template is completed, the PM homepage is entered to view reports from different centers.

[0072] like Figure 7 As shown, Figure 7 It is a schematic diagram of a PM-side read function in a project tracking data processing system according to an embodiment of the present invention. The PM can mark the read status by clicking an icon, and the font color turns black.

[0073] like Figure 8 As shown, Figure 8 It is a schematic diagram of the PM-side sharing function in a project tracking data processing system according to an embodiment of the present invention. The PM can share all the center's data information with external users (ie, the external end in the embodiment of the present application) for viewing.

[0074] like Fig. 9 and Fig.10 As shown, Fig. 9 is a schematic diagram of a CRC terminal in a data processing system for project tracking according to an embodiment of the present invention, Fig.10 This is a schematic diagram of the CRC end in another project tracking data processing system according to an embodiment of the present invention. The CRC is filled in and can be shared with external users for viewing after completion.

[0075] like Fig.11 , Fig.12 and Fig.13 As shown, Fig.11 is a schematic diagram of an external end of a data processing system for project tracking according to an embodiment of the present invention, Fig.12 is a schematic diagram of an external end of another project tracking data processing system according to an embodiment of the present invention, Fig.13 This is a schematic diagram of the external end of another project tracking data processing system according to an embodiment of the present invention. External users can view the data of the current period after entering the password through the link shared by CRC or PM (CRC / PM can also share reports in other periods with external users for viewing and exporting).

[0076] It should be noted that the PM end, CRC end and external end in the embodiment of the present application can be independent terminals or clients, or they can be the PM account, CRC account and external account in the data processing system for project tracking provided in the embodiment of the present application. In the embodiment of the present application, the PM account, CRC account and external account are used as examples for explanation, and the data processing system for project tracking provided in the embodiment of the present application shall prevail, and no specific limitation shall be made.

[0077] The data processing system for project tracking provided in the embodiment of the present application can realize complete online office processing, effectively improving the work efficiency of report processing; unifying management standards and entrances by setting up online report traces; controllable data permissions through email reminders, update reminders, and part-time mode; saving time for data aggregation and follow-up work at the project level.

[0078] The present invention adopts the above technical scheme, through the PM end, for receiving the template update demand, and configuring the preliminary communication template according to the template update demand; sending the preliminary communication template to the CRC end through the first link; the CRC end is respectively connected to the PM end and the external end, for obtaining the preliminary communication template according to the first link, filling in data or updating data for the preliminary communication template, generating a report, and sending the report to the external end through the second link; the external end is connected to the CRC end, for obtaining the report through the second link. Compared with the prior art, it has the following technical effects: realizing the automation of reporting work, template customization, data traceability and real-time sharing, thereby improving work efficiency and simplifying project management.

[0079] Example 2

[0080] An exemplary embodiment of the present invention is as follows Fig.14 As shown, Fig.14 : is a flow chart of a data processing method for project tracking according to an embodiment of the present invention, which is applied to the data processing system for project tracking in Example 1. On the PM side, a data processing method for project tracking provided by an embodiment of the present application includes:

[0081] Step S1402, receiving a template update request sent by the CRC end and / or the external end;

[0082] Step S1404, configuring the early communication template according to the template update requirement;

[0083] Step S1406, sending the early communication template to the CRC end via the first link.

[0084] Specifically, in combination with steps S1402 to S1406, the data processing method for project tracking provided in the embodiment of the present application can be applied to the data processing system for project tracking in Example 1. On the PM side, the data processing method for project tracking provided in the embodiment of the present application is applied to the PM side in Example 1.

[0085] The present invention adopts the above technical scheme, by receiving the template update requirements sent by the CRC end and / or the external end; configuring the preliminary communication template according to the template update requirements; and sending the preliminary communication template to the CRC end through the first link. Compared with the prior art, it has the following technical effects: realizing the automation of reporting work, template customization, data traceability and real-time sharing, thereby improving work efficiency and simplifying project management.

[0086] Example 3

[0087] An exemplary embodiment of the present invention is as follows Fig.15 As shown, Fig.151 is a flow chart of another data processing method for project tracking according to an embodiment of the present invention, which is applied to the data processing system for project tracking in Example 1. At the CRC end, a data processing method for project tracking provided by an embodiment of the present application includes:

[0088] Step S1502, receiving a first link;

[0089] Step S1504, obtaining a preliminary communication template according to the first link;

[0090] Step S1506, filling in data or updating data in the previous communication template and generating a report;

[0091] Step S1508: Send the report to the external end through the second link.

[0092] Specifically, in combination with steps S1502 to S1508, the data processing method for project tracking provided in the embodiment of the present application can be applied to the data processing system for project tracking in Example 1. On the CRC side, the data processing method for project tracking provided in the embodiment of the present application is applied to the CRC side in Example 1.

[0093] The present invention adopts the above technical solution, by receiving a first link; obtaining a preliminary communication template based on the first link; filling in data or updating data in the preliminary communication template to generate a report; and sending the report to an external end through a second link. Compared with the prior art, the present invention has the following technical effects: realizing automation of reporting work, template customization, data traceability and real-time sharing, thereby improving work efficiency and simplifying project management.

[0094] The above description is only a preferred embodiment of the present invention, and does not limit the implementation mode and protection scope of the present invention. For those skilled in the art, it should be aware that all solutions obtained by equivalent substitutions and obvious changes made using the description and illustrations of the present invention should be included in the protection scope of the present invention.

Claims

1. A data processing system for project tracking, characterized in that: include: PM end, CRC end and external end, among which, The PM end is used to receive the template update requirement and configure the early communication template according to the template update requirement; Sending the preliminary communication template to the CRC end via a first link; The CRC end is connected to the PM end and the external end respectively, and is used to obtain the previous communication template according to the first link, fill in data or update data for the previous communication template, generate a report, and send the report to the external end through the second link; The external end is connected to the CRC end and is used to obtain the report through the second link.

2. The data processing system for project tracking according to claim 1, characterized in that: The PM end is also used to receive the template update request sent by the CRC end and / or the external end.

3. The data processing system for project tracking according to claim 1 or 2, characterized in that: The PM end is also used to configure the permissions of the preliminary communication template and the first link according to the update template requirements, wherein the preliminary communication template is configured by adding sheet pages, adding various table headers corresponding to the sheet pages, and distributing and collecting cycles.

4. The project tracking data processing system according to claim 3, characterized in that: The PM end is also used to configure the functions of the early communication template, including: Collect frequently used fields into the field library so that you can find and / or fill in the corresponding fields according to the input content; Set editing tooltips and introductions; Set date, date calculation and data operation functions; Set the review mode so that the modified location is marked when the data is modified; Configure various field combinations for the sheet page and configure the preview function; Setting the first link, wherein the first link is used to instruct the CRC end to obtain the previous communication template and fill in or update data in the previous communication template; Set up the function of editing the previous communication template, the function of editing data, and configure the read function and the export function.

5. The data processing system for project tracking according to claim 1, characterized in that: The PM end is also used to trigger a third-party communication tool through a preset communication function to send the preliminary communication template or the first link to the external end; wherein, when the project is completed, a report is generated by arranging and sorting the reports, and the report is sent to the external end.

6. The data processing system for project tracking according to claim 1, characterized in that: The CRC end is also used to fill in corresponding data or update corresponding data for the preliminary communication template based on at least one center level; wherein the report is generated through the preliminary communication template based on the data of the at least one center level according to a preset period.

7. The project tracking data processing system according to claim 6, characterized in that: The CRC terminal is further used to switch to the corresponding center level through a preset switching function when there are multiple center levels, fill in the corresponding data according to the previous communication template, and generate the report; and send the report to the external terminal by generating the second link; Wherein, the CRC end is also used to set the export and data sorting functions.

8. The project tracking data processing system according to claim 7, characterized in that: The external end is further used to obtain the report according to the second link, and obtain the data in the report through a preset viewing and / or exporting function; wherein the report of each period is viewed through a preset switching function.

9. A data processing method for project tracking, characterized in that: Data processing systems used for project tracking, including: Receive template update request sent by CRC end and / or external end; Configure the early communication template according to the update template requirements; The preliminary communication template is sent to the CRC end through the first link.

10. A data processing method for project tracking, characterized in that: Data processing systems used for project tracking, including: receiving a first link; Obtaining a preliminary communication template according to the first link; Fill in data or update data in the preliminary communication template to generate a report; The report is sent to an external end via a second link.